Certain Trusts and Endowments share a common goal, to provide for the long term needs of an individual or the mission of a charitable organization.
There is usually a committee or family member(s) overseeing the fund. These are often highly educated working professionals that value the objective analysis and expertise of hiring a professional money manager.
The Boards of Trusts and Endowment funds have chosen our firm for our skill as investment advisors and our own experience as members of Boards with an understanding of how they operate, and how to communicate with them.
We often hear from Fund committee members that are not financial professionals how effective we are at describing investment, market, and economic matters in easy-to-understand terms.
Compile all your questions and let’s schedule a time for an in-depth conversation.Contact Us
4346 W Rose Hill St.
Boise, ID 83705
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